See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,139 | $82,286-73.1% | $68,791-67.8% | $134,475-83.5% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.0%-32.7pp | 81.2%-44.9pp |
| Annual return | -17.33% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $691 | $3,301-79.1% | $2,655-74.0% | $4,740-85.4% |
| Participant deferral / active EE | $1,138 | $4,739-76.0% | $3,941-71.1% | $6,400-82.2% |
| Admin fee / account holder | $147 | $6,481-97.7% | $4,932-97.0% | $11,426-98.7% |